# Board Of Trustees, Idaho Pipe Trades Trust Health & Welfare Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-idaho-pipe-trades-trust-health-welfare-plan-826030679-501

> Board Of Trustees, Idaho Pipe Trades Trust Health & Welfare Plan's Health & Welfare plan: 1,029 participants, plan year 2024 financials, providers, and bench…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Idaho Pipe Trades Trust Health & Welfare Plan

- **Sponsor EIN:** 826030679

- **Sponsor Address:** 5331 S MACADAM AVE STE #220, PORTLAND, OR, 97239

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,029

- **Total Assets:** $29.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,029|$29.6M|$12.9M|$374,199|

| 2023|846|$28.2M|$10.5M|$334,187|

| 2022|848|$26.0M|$10.6M|$393,063|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BLUE CROSS OF IDAHO HEALTH SERVICE|Other Service Provider|$881,651|—|$881,651|

| BENESYS INC.|Other Service Provider|$225,153|—|$225,153|

| MILLIMAN|Recordkeeper|$161,358|—|$161,358|

| MONDRESS MONACO PARR LOCKWOOD PLLC|ERISA Attorney|$86,629|—|$86,629|

| CLIFTONLARSONALLEN LLP|Auditor|$48,213|—|$48,213|

| OPTUM RX|Other Service Provider|$43,410|—|$43,410|

| SMART SOURCE, LLC|Other Service Provider|$26,490|—|$26,490|

| WELLS FARGO|Other Service Provider|$9,077|—|$9,077|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MILLIMAN](https://planprovider.pro/provider/milliman) — Recordkeeper

- [MONDRESS MONACO PARR LOCKWOOD PLLC](https://planprovider.pro/provider/mondress-monaco-parr-lockwood-pllc) — ERISA Attorney

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,481,981

- **Estimated Expense Ratio:** 4.999% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$1,518,043|$1,273|$1,132,936|$43,506|—|

| 2023|$1,394,977|$1,788|$1,027,903|$13,341|—|

| 2022|$1,366,119|$1,821|$951,183|—|$344,483|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-idaho-pipe-trades-trust-health-welfare-plan-826030679-501)

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